Helping Chevron employees maximize their robust benefits plans.

When Charles began his financial advisory practice in 2005, his parents thoroughly supported his career and quickly signed up as clients. Charles’ father, Mike, was an employee at Chevron, so Charles became familiar with Chevron benefit plans early in his career. He grew his Chevron clientele over the years through referrals and educational seminars. As a result, cSquared Wealth serves a significant number of current Chevron employees and retirees.

Below is a partial list of some of the advice we provide to our Chevron clientele.

Group Insurance Plans

Choosing medical plans and correspondingly FSAs or HSAs
Evaluating supplemental life and long-term disability insurance options

Chevron 401(k) / ESIP

Evaluating Traditional versus Roth contributions
Providing investment guidance based on asset allocation recommendations

Chevron Retirement Plan / Pension

Understanding how the benefit is calculated and the benefit growth potential
Incorporating future benefits into financial planning
Evaluating pros and cons of annuity and lump sum benefits

Long Term Incentive Plan (LTIP)

Understanding the tax consequences and timing of RSUs, PSUs and NQSOs
Planning for the tax consequences as these awards vest
Analyzing NQSOs and advising on when to exercise these awards
Determining when to utilize the Deferred Compensation option

Restoration Plans

Coordinating these benefits with other retirement income benefits
Providing advice on payout period elections

If you are looking for a financial advisor that understands Chevron benefits, contact us today.

Chevron does not endorse cSquared Wealth. The cSquared Wealth Team’s understanding of Chevron benefit plans is based solely on our direct experience working with current and former Chevron employees.